About this episode

David Weisburd interviews Nolan Bean about the evolving landscape of venture capital and the importance of access to top-tier managers.

What if venture capital isn’t an asset class—but an access game where only a few managers matter? In this episode, I sit down with Nolan Bean, CIO at FEG Investment Advisors, to discuss how institutional investors are adapting to a world where companies stay private longer and AI is reshaping every asset class. Nolan breaks down why access to top-tier managers matters more than allocation, how venture portfolios are evolving to include both early-stage and multi-stage exposure, and why DPI, liquidity, and portfolio construction are becoming more complex. We also explore portable alpha, diversification myths, and how allocators think about risk in a world where everything is increasingly correlated.

People in this episode

Host: David Weisburd

Guest: Nolan Bean

Topics covered

• venture capital
• institutional investors
• AI in investing
• portfolio construction
• risk management

Keywords

• venture capital
• institutional investors
• AI
• portfolio construction
• risk management
• DPI
• liquidity

Mentioned in this episode

Organizations: FEG Investment Advisors

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